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Old Westbury Large Cap Strategies Fund (OWLSX)

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18.33 -0.10    -0.54%
17/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.97B
Old Westbury Large Cap Strategies 18.33 -0.10 -0.54%

OWLSX Overview

 
Find basic information about the Old Westbury Large Cap Strategies Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OWLSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.83%
Prev. Close18.43
Risk Rating
TTM Yield0.48%
ROE29.43%
IssuerN/A
Turnover23%
ROA10.92%
Inception DateOct 22, 1993
Total Assets23.97B
Expenses1.10%
Min. Investment1,000
Market Cap170.06B
CategoryWorld Large - Stock Growth
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Old Westbury Large Cap Strategies Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1101 1101 1239 1163 1563 2072
Fund Return 10.14% 10.14% 23.93% 5.16% 9.34% 7.56%
Place in category 165 165 165 121 237 175
% in Category 43 43 45 42 78 89

Top Equity Funds by Old Westbury

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Westbury Small & Mid Cap Strate 8.67B 4.54 -2.14 5.32
  Old Westbury Municipal Bond 4.07B -0.53 -0.54 1.27
  Old Westbury All Cap Core 3.55B 11.71 10.11 10.90

Top Funds for World Large-Stock Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds New Perspective A 59.71B 8.41 4.89 10.62
  American Funds New Perspective R6 34.65B 8.49 5.22 10.96
  American Funds New Perspective F2 17.57B 8.45 5.11 10.85
  American Funds New Economy A 16.34B 10.91 3.83 10.38
  American Funds New Economy R6 10.41B 11.03 4.19 10.75

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 6.17 404.33 -1.82%
  Apple US0378331005 4.57 167.04 -0.57%
  Amazon.com US0231351067 2.88 179.17 -1.16%
  Alphabet C US02079K1079 2.62 157.46 +0.37%
  NVIDIA US67066G1040 2.56 846.71 +0.76%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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